Geoffrey E. Brundage, Certified Public Accountant
A little about myself, my family, and our home-based CPA business
I am excited to be meeting with your small business, which has an immediate need for CPA services. My background was in construction industry accounting (for about thirteen years). In the past sixteen years as a home-based CPA firm I had the opportunity to work with a wide array of small business clients. I have been married for 30 years and my wife Teri is my administrative assistant. She does everything from putting the finishing touches on a 1040 return before final review to getting a monthly newsletter mailing out to the post office. We have two children. Matthew, 28, got married in 2006 and works as a web page developer at the Federal Aviation Administration. Emily, 25, works as a physical trainer and is studying massage therapy.
My CPA business has three distinct components. First, as with many CPA firms, is the personal tax practice, the 1040 clients. Second, is the small business client needs, which generally includes write-up services, payroll services and tax compliance. Third is the non-profit audit business, which is comprised of homeowner associations, churches, and other non-profits.
What makes our business unique
I am eager to take a hands-on approach with my small business clients. If you desire, I will visit you at your place of business and address all of your problems and concerns. Problems that cannot be resolved quickly will be addressed in short order. I will find solutions and problems will not go unresolved. To give you an example of my hands-on approach, I will even come to your place of business each month and reconcile your bank statement if that is a concern of yours.
Also, as a home-based business my reduced overhead is passed on in fee savings to my clients while maintaining quality work. Since my client list is manageable (never excessive) your work will receive the prompt attention is deserves.
What we offer new clients
I will go the extra mile for new clients and earn their respect and loyalty. As a home-based CPA firm my fees for services are very competitive in the industry. To show my appreciation to new clients for doing business with Geoffrey E. Brundage CPA, I will discount all service prices ten percent in the first full year and five percent in the second full year.
For new clients who prefer to pay for services as they transpire, they need only to refer to the competitive price list of the most prevalent services provided, and they will not change for three full years. They will then realize that, in the first full year their bill will be ten percent less than those prices listed. And in the third year, their bill will reflect those prices listed from the 2008 price list.
For new clients who prefer to pay the same fee each month based on what is estimated to transpire for the entire year, a monthly amount will be developed either at the first meeting or shortly thereafter. In any event, actual time and services wil be logged into a spreadsheet for comparison to the monthly retainer. After several months the monthly retainer may be adjusted, with the client's approval, either up or down depending upon the circumstances. This is actually the preferred method of payment for clients of Geoffrey E. Brundage CPA. I have found that less time is involved in generating billings to clients. The review of actual time to the estimated retainer after several months is a satisfactory method for most clients.
4361 Morningwood Dr
Olney, Maryland 20832-2830
office 301.774.8000 fax 301.774.0363